Trust & Estate Tax Compliance

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Handling the affairs of an estate as a trustee, executor, or beneficiary can be overwhelming and very complicated. It often takes a team of professionals working together to complete the whole financial picture for a client. We work with your attorneys and financial advisors to ensure that we implement and file tax returns according to the requirements of the trust documents, making sure the client receives the full benefit of the estate plans. We are here to walk you through all of the other necessary tax compliance filings.

We can work with your current CPA to ensure a smooth transition.